Welcome and Introductions  (5 MINUTES)
– James T. McNary, Course Chair

Coordinating Retirement Accounts in Estate Planning  (60 MINUTES)
Coordinating all your client’s resources in meeting their retirement spending needs, while also managing them effectively to control the tax consequences, can ultimately enhance both your client’s retirement and estate outcomes. Gain a better understanding of how your client’s assets will flow, both for their retirement and then to their heirs.
– Philip J. Ruce

4 Key Tips for Naming Beneficiaries for Retirement Accounts  (30 MINUTES)
This session will provide tips and best practices for naming primary and contingent beneficiaries on retirement accounts. Topics will include: Naming a spouse as the beneficiary; Naming children as beneficiaries; Naming a spouse and another beneficiary; and Choosing alternate beneficiaries.
– Alison J. Midden

Navigating the Required Minimum Distribution (RMD) Rules  (45 MINUTES)
Funds held in retirement accounts cannot be kept there indefinitely. The required minimum distribution (RMD) is the minimum amount you must withdraw from your accounts each year once you reach a certain age. This session will cover: When withdrawals must begin; How to calculate the RMD; The withdrawal rules and penalties for failing to comply; and A summary of the SECURE Act’s impact on retirement plans.
– Nate Ahlberg & Andy Kuhl

Retirement Accounts and Their Impact on Medical Assistance Eligibility  (30 MINUTES)
Careful estate planning is required to ensure retirement accounts don’t count as an available asset and affect a client’s Medical Assistance eligibility. This session will provide an overview of the Medical Assistance rules as they pertain to retirement accounts and discuss practical tips for advising your clients on their best course of action under common circumstances.
– Mary Frances Price

SECURE Act: Rethinking Estate Planning with Retirement Accounts  (60 MINUTES)
This session features an updated analysis of the continued impact of the SECURE Act on post-death distributions from qualified retirement accounts and will explore various planning strategies and options to effectively structure these distributions for your clients.
– Bryan Jamison

Answers to Tough Questions About the Intersection of Social Security Benefits, Retirement Planning and Estate Planning  (75 MINUTES)
For many clients, Social Security benefits play an important role in their overall retirement plan. This session will provide an overview of Social Security, including retirement benefits for the worker, spousal benefits and survivor benefits, and give helpful guidance for advising clients on retirement decisions and estate planning.
– Brian Rudolph & Rhonda Whitenack

Strategies for Including Social Security and Retirement Benefits in an Estate Plan – A Scenario-Based Discussion  (60 MINUTES)
Join a panel of experienced estate planning attorneys in this scenario-based session as they discuss what planning they would recommend for various circumstances. Learn advanced estate planning tips and explore what strategies may help your clients maximize their assets.
– Callyn T. Bedker, Phillip J. Ruce & Ivory S. Umanah
– James T. McNary (moderator) 

$295

Other discounts that may apply:

• Season Pass Discount
• On Demand Bundle Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.